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Wealth Manager

2.00 to 6.00 Years   Meerut,Other Uttar Pradesh   08 Mar, 2025
Job LocationMeerut,Other Uttar Pradesh
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    Company DescriptionFydaa aims to bridge the gap in financial accessibility by providing personalized money management and growth plans through automated systems. The service utilizes low-cost investment vehicles like Exchange Traded Funds (ETFs) to cater to smaller and less experienced investors. Fydaa is SEBI accredited, ensuring adherence to strict guidelines for user protection and security.Role DescriptionThis is a full-time hybrid Wealth Manager role at Fydaa, based in Meerut with the flexibility for some work from home. The Wealth Manager will be responsible for financial planning, investment management, and overseeing various financial instruments to help clients achieve their financial goals.Qualifications Financial Planning and Investment Management skills Experience in Investments and Finance Knowledge of Insurance concepts Strong analytical and problem-solving skills Excellent communication and interpersonal skills Relevant certifications (e.g., CFA, CFP) are a plus Bachelors degree in Finance, Economics, or related field,

Keyskills :
Financial PlanningInvestment ManagementAnalytical skillsCommunication skillsInterpersonal skillsKnowledge of Insurance concepts

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